See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV9+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $19,247 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,390 |
ELLIN & TUCKER, CHARTERED2 years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,114 | $54,701+11.7% | $86,188-29.1% | $71,457-14.5% |
| Participation rate | 78.5% | 60.1%+18.4pp | 69.0%+9.6pp | 67.9%+10.6pp |
| Annual return | 17.43% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $430 | $1,265-66.0% | $2,380-81.9% | $2,588-83.4% |
| Participant deferral / active EE | $3,149 | $3,108+1.3% | $3,985-21.0% | $4,289-26.6% |
| Admin fee / account holder | $85 | $1,922-95.6% | $6,852-98.8% | $1,587-94.7% |